MEAL Plan Template

Overview

This set of templates is intended to strengthen IRC monitoring processes and support project teams in ensuring that MEAL Sta
are met for each project.
They should be completed by the MEAL Coordinator, but they should be worked in collaboration with the Program Coordinator
ideally completed at a specific project stage (please see below for more information). In particular, it is expected that every pro
before implementation. Ideally, most elements of the Indicator Matrix should be finalized and signed off during project design a
The sheets highlighted in green need to be completed at the design stage, the sheets highlighted in yellow should be complete
of these sheets will then be used as reference points and follow up during implementation.

1. Logframe (This template is only presented for illustrative purposes. We suggest that you use the donor template if available. If
this example to guide you. This is not IRC's logframe template)

Logframes are a way of summarizing the key elements of a specific program: the causal relationships and the indicators that w
of data, and assumptions necessary for project success.
The Logframe should be aligned with the project-specific Theory of Change (ToC) you will have developed for your project.
The language suggested in the first column of the table might differ depending on the donor, please make sure to align it. Sinc
MEAL terminology across organizations, we are providing a table that compares our results terminology with some of the majo
OEF and Donors' Terminology.
If the donor provides a specific template for the Logframe, you are not required to use this format. If you use this example to de
rows as needed.
Below you can find the definitions for each column. An example is provided in tab 1. Logframe
• Goal: Overall purpose toward which the project contributes.
• Objective: Change in the context or population that the project will achieve.
• Outcome: Short-term and medium-term effects of a program’s outputs, changes that contribute to the program’s overall objec
outcomes, one layer feeding into the other - or only one level.
• Output: The products, goods, services, and immediate results produced directly by the project and that are required for the a
• Activity: Actions and processes undertaken by the program to deliver outputs.
• Input: Resource provided for program implementation.
Note: Means of verification (MOV) refer to the source, which is where you will find the information or data needed for each indi

2. MEAL Budget
Development of project budgets is usually done during project design & proposal development and will usually be included as
budget template should be used as a reference to ensure the project budget has all MEAL requirements. Usually, the informat
Project Budget template and you may not need to use this template as per se but it can help you to ensure you have the budg
implementation, once all the information about the resources available for the project is known, you should ensure that you ar
amount. The template can then help you to follow up on MEAL spending.
We advise using this template more as "an aide" to ensure that all monitoring activities are adequately included in project budg
budget lines in the overall project budget.
It t is also good to calculate and track the percentage o
and when used collaboratively for multi-sectoral projects, can help country programs identify options for sharing resources.

Below you can find the definitions for each row included in the template.
• Personnel: Include all staff required to i) oversight, coordinate, and provide technical support of MEAL activities (e.g. training)
other monitoring activities such as conducting surveys.
• Travel: Include all travel expenses needed to support monitoring activities and supervision of data collection. This item cover
technical support.
• Equipment & Supplies: Include all equipment and software necessary to conduct data-related activities.
• Contracted services: Include all MEAL consultants and vendors of monitoring products.
• Other: Include all costs associated with communication activities and other items not included in the categories above.

3. Indicator Matrix
The Indicator Matrix describes the indicators that measure progress towards our outcomes, it determines what data needs to b
data collection methods to be used. This is an important piece of your monitoring system and it is essential for all projects at th
Measurement principles - you should download the basis of the indicator Matrix from the IST. You will however need to add ma
your proposal. These are the steps:
1. Go to the IST
2. Select all the indicators that are in the logframe from the IST core or donor lists, by first selecting the outcome area, then th
the indicators relates too.
3. Move all of the selected outcome and outputs indicators into "My Indicators" using the one arrow sign >.
4. Save the IST Indicator Matrix with the project name and T1.
5. Download the IST indicator Matrix and upload it here as tab 3. So that all your project information is kept in one place.
6. Review the downloaded IST Indicator Matrix (both CRRD and donor sheets) and adjust the information (for example disagg
and project strategy.
7. Add any custom-made indicators and fill out all the information.
The columns highlighted in yellow need to be completed at the design stage while the columns highlighted in blue can be com
implementation.
Add as many rows as needed.

4. Selection and Design of Feedback Channels

Selecting and Designing your feedback channels is the first action for teams to set up and implement their feedback cycle.
This table will help you record all the proactive and reactive feedback channels that you will use to collect client feedback durin
Please note that you don't need to do a new selection of your client feedback channels for every new project, if this has alread
implemented in the same location, for the sane sector and targeting the same groups of clients (unless the context has change
reactive channels (e.g. hotline or suggestion boxes) already available for clients to provide feedback and complaints in the sam
existing feedback channels that you will use to collect client feedback during the implementation of your project into the Feedb
Below you can find the definitions for each column. An example is provided in tab 3. Plan for Client Feedback Channels.
• Channel: List all the proactive and reactive feedback channels you have selected. This should include at least one proactive
• Client group type: Indicate the type of client you will be collecting feedback from (direct, indirect, intended, non-client, all).
• Client group/sub-group: Indicate who are the clients and client sub-groups you will be collecting feedback and other informati
the people you want to collect feedback from are included in your table in the third and fourth columns.
• Core feedback themes: Indicate what Core Feedback Themes you will collect information on. Please refer to the Annex 2: Co
Design of Feedback Channels Guidance Note for more information

5. Data collection tools (Optional)

This matrix is an add-on to the "3. Indicator Matrix". It is optional and can be useful to provide additional information to the data
as well as the link to the tool themselves. This template supports knowledge management and ensures that all project data co
Below you can find the definitions for each column. An example is provided in tab 5. Data collection tools
• Tool: Provide the name of the tool you will use to collect data for the project indicators.
• Guidance on use: Specify who should use the tool, when, and how.
• Indicator: Link the indicator(s) that will be calculated with the data coming from this tool. Refer to the indicators listed in templ
• Access to resource: Include the specific link to the tool.

6. Data workflow
The data workflow is a way to map the movement of data from the point where it is collected to the point where it is analyzed (
allow you to think about the full MEAL system including all tools, databases, tasks, and people that are involved. For the latter,
responsibilities for the project. Consider all staff related to collection, sharing, and analysis of data and describe their responsib
The data workflow should be done early in the project implementation stage. It should be done after the indicator matrix is com
tools you will use have been identified (templates 2. and 4. in this document).
While completing this template, you should be thinking of the tools you are using, the source of the data, and the people involv
Add as many rows as needed.
Below you can find the definitions for each column.
• Tool: Provide the name of the tool you will use to collect data for the project indicators. Refer to the tools listed in template 4.
• Data collection frequency: Specify the date and the frequency data will be collected with this tool.
• Person responsible: State the name and the title of the person who will be responsible for collecting data.
• Data entry frequency:Specify the date and the frequency data will be entered into the data management system of your proje
• Data quality: Select yes (Y) or no (N) if a data quality check will be done at this stage.
• Person responsible: State the name and the title of the person who will be responsible for entering the data .
• Data submission frequency: Specify the date and frequency data will be submitted to the country office (or any other relevant
• Data quality: Select yes (Y) or no (N) if a data quality check will be done at this stage.
• Submission mechanism: Define the way data will be submitted.
• Person responsible: State the name and the title of the person who will be responsible for submitting the data.
• Data analysis frequency: Specify the date and the frequency data will be analyzed.
• Data quality: Select yes (Y) or no (N) if a data quality check will be done at this stage.
• Person responsible: State the name and the title of the person who will be responsible for analyzing the data.
• Reporting and data use: Describe how the data will be used and shared to inform programmatic decisions and report to relev

7. Monitoring work plan

The Monitoring Workplan is a calendar of the monitoring-related events that will occur during the project. These can include all
activities, activities related to reporting and dissemination, training, data collection activities, routine monitoring, and data mana
The activities included in this work plan should be completed based on the data collection methods selected for each indicator
must also include data quality reviews, data use and presentations planned in the project cycle meetings or in other learning e
disseminations, and any donor report deadlines
The Monitoring Workplan should be done during the start-up phase - that is very early during the project implementation stage
updated when the timing of events changes.
Add as many rows as needed.

8. OEF and Donors' Results Terminology

MEAL terminology can be confusing, even contradictory: e.g. what an organization or donor calls an outcome, another calls a
an objective, another calls a result.
OEF and Donors' Terminology contains a table that compares our results terminology with some of the major donor framework
the project-specific Logframe.

9. Methods definition
Methods definition contains a description for each method that you will use to collect data for project indicators.
1. Logframe (This logframe template is example to guide you on the key aspects of logframe design; you may however use the donor template when required)
Logframes are a way of summarizing the key elements of a specific program: the causal relationships and the indicators that will be used to measure progress, the source of data, and assumptions necessary for
project success.
The Logframe should be aligned with the project-specific Theory of Change (ToC) you will have developed for your project.
The language suggested in the first column of the table might differ depending on the donor, please make sure to align it. Since there are some differences in terms of MEAL terminology across organizations, we
are providing a table that compares our results terminology with some of the major donor frameworks. Please refer to tab 8. OEF and Donors' Terminology.
If the donor provides a specific template for the Logframe, you are not required to use this format. If you use this example to develop your Logframe, you can add as many rows as needed.
Below you can find the definitions for each column. An example is provided in tab 1. Logframe
• Goal: Overall purpose toward which the project contributes.
• Objective: Change in the context or population that the project will achieve.
• Outcome: Short-term and medium-term effects of a program’s outputs, changes that contribute to the program’s overall objective. There can be many layers of outcomes, one layer feeding into the other - or only
one level.
• Output: The products, goods, services, and immediate results produced directly by the project and that are required for the achievement of the project’s outcomes.
• Activity: Actions and processes undertaken by the program to deliver outputs.
• Input: Resource provided for program implementation.
Note: Means of verification (MOV) refer to the source, which is where you will find the information or data needed for each indicator.

1. Logframe This is a example from a donor template as a example to guide you on the key aspect of logframe design.
include info in logframe page and it will copy to all
Project title sheet
include info in logframe page and it will copy to all
Location sheet
include info in logframe page and it will copy to all
Budget sheet
include info in logframe page and it will copy to all
Period sheet

Column1 Description Indicators Means of verification Assumptions/Risks

Example:
Goal
Syrians affected by crisis are living in conditions that promote dignity and resilience and ensure their physical safety, health, and well-being 
Affected populations meet all their basic needs in a
Objective 1 digntified maner and avoid negative coping strategies

Beneficiary survey
Source(s)/Tool(s): ERD
% of surveyed beneficiary • Security and border access continue to allow operation of and
Outcome Survey
households who reported access to basic services
Outcome 1.1 Affected populations meet all their basic needs https://rescue.box.com/s/zg
that they were able to • SNGOs continue to be able to carry out activities cross-border
8tizyh8kxsbtqrl82n4iwv22ky
meet their basic needs • Cross border access remains available for supply chain
wklg

Value of sectoral • Amal retains permission to transfer cash to affected population

Output 1.1.1 Cash transfer provided to the affected population multipurpose cash Project records • Amount of cash is sufficient to meet basic need of affected
transfers in USD population

# of households receiving
• Access to all affected population continues
Output 1.1.2 Number of Household receiving cash transfer multipurpose cash Project records
• Sound targeting of affected population
transfers
Activities
 Budget support provided to ERD activities
Cash Distribution systems are put in place with all
Activities associated with Output 1.1.1:
required check and balance

Households are identified and informed about the cash

Activities associated with Output 1.2.1: distribution; Household members are trained on mobile
cash distribution
Inputs Funds
Equipments for cash mobile transfer

Usually Objective do not

Objective 2 [Insert description of objective 2] [Specify the necessary conditions to achieve this objective]
have indicator
[Specify IST core or donor [Specify source of the
[Insert description of the outcome associated with this
Outcome 2.1 indicator to measure indicator- IST povides this [Specify the necessary conditions to achieve this outcome]
objective from the IST core or donor lists]
outcome] info]
[Specify source of the
[Insert description of the output associated with this [Specify IST indicator to
Output 2.1.1 indicator - IST provides this [Specify the necessary conditions to deliver this output]
outcome from the IST core or donor lists] measure output]
info]
[Specify IST core or donor [Specify source of the
[Insert description of the outcome associated with this
Outcome 2.2 indicator to measure indicator- IST povides this [Specify the necessary conditions to achieve this outcome]
objective from the IST core or donor lists]
outcome] info]
[Specify source of the
[Insert description of the output associated with this [Specify IST indicator to
Output 2.2.1 indicator - IST provides this [Specify the necessary conditions to deliver this output]
outcome from the IST core or donor lists] measure output]
info]
Activities
Activities associated with Output 2.1.1: [Specify the actions needed to deliver this output]
Activities associated with Output 2.2.1: [Specify the actions needed to deliver this output]
Inputs [Specify the resources needed to implement the
activities]
2. MEAL Budget
Note that the MEAL IRC Budget Template and Client Responsiveness Budget Tool have now been combined into this MEAL Budget Template to facilitate the development of a sound MEAL budget.

Development of project budgets is usually done during project design & proposal development and will usually be included as a Project Budget. This specific MEAL budget template should be used as a reference to
ensure the project budget has all MEAL requirements. Usually, the information will then be transfered to the Specific Project Budget template and you may not need to use this template as per se but it can help you to
ensure you have the budget for all requirements. Before implementation, once all the information about the resources available for the project is known, you should ensure that you are aware of the MEAL budget line and
the amount. The template can then help you to follow up on MEAL spending.
We advise using this template more as "an aide" to ensure that all monitoring and client responsiveness (CR) activities are adequately included in project budgets, even if "hidden" or embedded in other budget lines in the
overall project budget.
It is also good to calculate and track the percentage of resources dedicated to MEAL activities, and when used collaboratively for multi-sectoral projects, can help country programs identify options for sharing resources.

Below you can find the definitions for each row included in the template.
• Personnel: Include all staff required to i) oversight, coordinate, and provide technical support and training for MEAL and Client Responsiveness activities, ii) perform routine monitoring, iii) support other monitoring
activities such as conducting surveys, (iv) set up/maintain feedback channels and client feedback data collection and management.
• Travel: Include all travel expenses needed to support monitoring and client feedback activities and supervision of data collection. This item covers travel for MEAL training, Client Responsiveness training, workshops,
and technical support.
• Equipment & Supplies: Include all equipment and software necessary to conduct all monitoring and CR data-related activities
• Contracted services: Include all MEAL consultants and vendors of monitoring products.
• Other: Include all costs associated with communication activities and other items not included in the categories above.

Project title include info in logframe page and it will copy to all sheet

DETAILED PROJECT MONITORING BUDGET

% of time
Expense Line Item
devoted to or cost Month/ Unit Price Total Amount
Acct Code (NOTE: Line items listed in template are examples only and should be Units Notes:
covered by this Days/Times US$ US$
modified to fit the project's planned staffing structure and monitoring plans)
project

A. PERSONNEL
Staff Required for Oversight, Coordination, or Technical Support of Monitoring, Client Responsiveness
and Evaluation Related Activities
70010 Deputy Director of Programs $0.00
70010 Technical Coordinator $0.00
70010 Program Manager (Int'l) $0.00
70010 MEAL Coordinator (Int'l) $0.00
70010 M&E/MEAL Manager $0.00
70010 M&E/MEAL Officer $0.00
70010 Client Responsiveness/Accountability Manager NUMBER$0.00
OF MONTHS] months x [LEVEL OF EFFORT]% = $[TOTAL AMOUNT]
Client Responsiveness/Accountability Officer (per site or full country program) $0.00
70010
70010 Other $0.00
Staff Required for Routine Monitoring
70000 Database, Reseach and Analysis Specialist $0.00
70000 Project Manager $0.00
70000 Project Officer $0.00
70000 ICT Support Officer $0.00
70000 Database manager $0.00
70000 Data entry specialist $0.00
70000 Other $0.00
Other Staff Required for other project monitoring activities, e.g for conducting Specific Surveys or
Assessments
70000 Consultant - Baseline and Endline, Client Satisfaction survey $0.00
70000 Data collectors $0.00
Enumerators to conduct surveys, FGD and/ or community meetings with clients $0.00
70000
70000 Other $0.00
Subtotal MEAL Personnel $0.00

B. BENEFITS
71000 HQ/Expatriate Benefits - 28% $0.00
71010 TU UK Based -Fringe Benefits $0.00
71100 Country office-Local Taxes & Benefits $0.00
Subtotal MEAL Personnel Benefits $0.00

C. TRAVEL
71315 R&R National MEAL Staff $0.00
INTERNATIONAL TRAVEL
International travel for specific MEAL training, Client Responsiveness training, workshops or technical
support: e.g training on monitoring and Client Responsiveness roles and responsibilities, training on data
collection tools, follow up MEAL and Client Responsiveness training.

72010 TU Staff-International Flights $0.00

72010 RMAC-International Flights $0.00
72010 Client Responsiveness Specialist-International Flights $0.00
72010 RMAC Visas $0.00
72010 TU Staff Visas $0.00
72010 Client Responsiveness Specialist-Visas $0.00
72010 TU Staff Accomodation $0.00
72010 RMAC Accomodation $0.00
72010 Client Responsiveness Specialist-Accomodation $0.00
72010 RMAC Per Diem $0.00
72010 TU Staff Per Diem $0.00
72010 TU Staff Vaccination Fees $0.00
72010 Client Responsiveness Specialist-Per Diem $0.00
DOMESTIC MEAL TRAVEL
Trips to field offices to provide monitoring support & supervision
72000 Project staff-Travel $0.00
72000 Project staff-Accomodation $0.00
2. MEAL Budget
Note that the MEAL IRC Budget Template and Client Responsiveness Budget Tool have now been combined into this MEAL Budget Template to facilitate the development of a sound MEAL budget.

Development of project budgets is usually done during project design & proposal development and will usually be included as a Project Budget. This specific MEAL budget template should be used as a reference to
ensure the project budget has all MEAL requirements. Usually, the information will then be transfered to the Specific Project Budget template and you may not need to use this template as per se but it can help you to
ensure you have the budget for all requirements. Before implementation, once all the information about the resources available for the project is known, you should ensure that you are aware of the MEAL budget line and
the amount. The template can then help you to follow up on MEAL spending.
We advise using this template more as "an aide" to ensure that all monitoring and client responsiveness (CR) activities are adequately included in project budgets, even if "hidden" or embedded in other budget lines in the
overall project budget.
It is also good to calculate and track the percentage of resources dedicated to MEAL activities, and when used collaboratively for multi-sectoral projects, can help country programs identify options for sharing resources.

Below you can find the definitions for each row included in the template.
• Personnel: Include all staff required to i) oversight, coordinate, and provide technical support and training for MEAL and Client Responsiveness activities, ii) perform routine monitoring, iii) support other monitoring
activities such as conducting surveys, (iv) set up/maintain feedback channels and client feedback data collection and management.
• Travel: Include all travel expenses needed to support monitoring and client feedback activities and supervision of data collection. This item covers travel for MEAL training, Client Responsiveness training, workshops,
and technical support.
• Equipment & Supplies: Include all equipment and software necessary to conduct all monitoring and CR data-related activities
• Contracted services: Include all MEAL consultants and vendors of monitoring products.
• Other: Include all costs associated with communication activities and other items not included in the categories above.

Project title include info in logframe page and it will copy to all sheet

DETAILED PROJECT MONITORING BUDGET

% of time
Expense Line Item
devoted to or cost Month/ Unit Price Total Amount
Acct Code (NOTE: Line items listed in template are examples only and should be Units Notes:
covered by this Days/Times US$ US$
modified to fit the project's planned staffing structure and monitoring plans)
project
72000 Project staff-Per Diem $0.00
Travel required for routine monitoring activities
72000 Project staff-Travel $0.00
72000 Project staff-Accomodation $0.00
72000 Project staff-Per Diem $0.00
Travel required for participation in MEAL workshops & trainings
72000 Project staff-Travel $0.00
72000 Project staff-Accomodation $0.00
72000 Project staff-Per Diem $0.00
Travel required for routine monitoring of feedback channels, to collect client feedback
72000 Project staff-Travel $0.00
72000 Project staff-Accomodation $0.00
72000 Project staff-Per Diem $0.00
Other travel required for assessment & evaluation evaluation activities
72000 Project staff-Travel $0.00
72000 Project staff-Accomodation $0.00
72000 Project staff-Per Diem $0.00
Subtotal MEAL Related Travel $0.00
2. MEAL Budget
Note that the MEAL IRC Budget Template and Client Responsiveness Budget Tool have now been combined into this MEAL Budget Template to facilitate the development of a sound MEAL budget.

Development of project budgets is usually done during project design & proposal development and will usually be included as a Project Budget. This specific MEAL budget template should be used as a reference to
ensure the project budget has all MEAL requirements. Usually, the information will then be transfered to the Specific Project Budget template and you may not need to use this template as per se but it can help you to
ensure you have the budget for all requirements. Before implementation, once all the information about the resources available for the project is known, you should ensure that you are aware of the MEAL budget line and
the amount. The template can then help you to follow up on MEAL spending.
We advise using this template more as "an aide" to ensure that all monitoring and client responsiveness (CR) activities are adequately included in project budgets, even if "hidden" or embedded in other budget lines in the
overall project budget.
It is also good to calculate and track the percentage of resources dedicated to MEAL activities, and when used collaboratively for multi-sectoral projects, can help country programs identify options for sharing resources.

Below you can find the definitions for each row included in the template.
• Personnel: Include all staff required to i) oversight, coordinate, and provide technical support and training for MEAL and Client Responsiveness activities, ii) perform routine monitoring, iii) support other monitoring
activities such as conducting surveys, (iv) set up/maintain feedback channels and client feedback data collection and management.
• Travel: Include all travel expenses needed to support monitoring and client feedback activities and supervision of data collection. This item covers travel for MEAL training, Client Responsiveness training, workshops,
and technical support.
• Equipment & Supplies: Include all equipment and software necessary to conduct all monitoring and CR data-related activities
• Contracted services: Include all MEAL consultants and vendors of monitoring products.
• Other: Include all costs associated with communication activities and other items not included in the categories above.

Project title include info in logframe page and it will copy to all sheet

DETAILED PROJECT MONITORING BUDGET

% of time
Expense Line Item
devoted to or cost Month/ Unit Price Total Amount
Acct Code (NOTE: Line items listed in template are examples only and should be Units Notes:
covered by this Days/Times US$ US$
modified to fit the project's planned staffing structure and monitoring plans)
project
D. EQUIPMENT
LEASED EQUIPMENT Required for project monitoring activities
74134 Vehicle Rental/Charter $0.00
<$5000 EXPENDABLE EQUIPMENT Required for project monitoring and feedback mechanisms
74103 Computers, printers & related items $0.00
74103 Mobile Phones $0.00
74101 Laptop $0.00
74101 Tablets, mobile car or/and solar charger $0.00
74101 GPS or GIS Hardware $0.00
74130 Vehicle required for project monitoring activities $0.00
Data Collection and/or Feedback channels software and system (Commcare, $0.00 Note: include here or under Contracted Services, if a vendor is
74120 Hotline, sms platform, phone airtime, etc) needed
Data analysis and Data Presentation software License, e.g STATA, SPSS, $0.00
74120 PowerBi
74102 Materials for suggestion boxes, etc. (if planned)
MAINTENANCE AND REPAIR
74100 Equipment Maintenance $0.00
74131 Vehicle Repair $0.00
74132 Fuel for vehicle $0.00

Subtotal MEAL Related Equipment $0.00

E. SUPPLIES
74000 Office Supplies $0.00
74000 Stationary / supplies to record client feedback at program sites $0.00
$0.00
$0.00
Subtotal MEAL Related Supplies $0.00

F. CONTRACTED SERVICES
MEAL Related Product Development Vendors
73000 MEAL related vendor, e.g a software company like Dimagi $0.00
MEAL Related Consultants
73000 MEAL related consultant $0.00
MEAL Related Consultant Expenses
73005 MEAL consultant expenses $0.00
Subtotal MEAL Related Contracted Services $0.00

H. OTHER
COMMUNICATION COSTS
$0.00 Note: In most countries, $5-10 per month per user is sufficient. 5mb of data is
72200 Mobile Data / Airtime  adequate for submitting forms

72200 Communication costs with clients (e.g. posters, call back, SMS, audio messages, etc.) $0.00
72200 Costs for radio or social media (if planned) $0.00
Printing
77000 Printing of monitoring updates or final evaluation reports $0.00
Facility Rental
72100 Facility rental for MEAL and/or Client Responsiveness training and workshop $0.00
72100 Facility rental for focus group discussions $0.00
Subtotal Other MEAL Related Costs $0.00

Note: Budget for routine project monitoring, not factoring in additional costs
required for rigorous impact evaluations, should be between 3% and 10% of the
TOTAL PROJECT MEAL COSTS $0.00 overall budget. Between 1% and 5% of it should be on AAP (client
responsiveness)

TOTAL PROJECT COSTS

% OF PROJECT COST DEDICATED TO MEAL #DIV/0!
3. Indicator Matrix
The Indicator Matrix describes the indicators that measure progress towards our outcomes, it determines what data needs to be collected, its
frequency, and the specific data collection methods to be used. This is an important piece of your monitoring system and it is essential for all projects
at the design stage. As per one of the five IRC Measurement principles - you should download the basis of the indicator Matrix from the IST. You will
however need to add manually any custom indicators included in your proposal. These are the steps:
1. Go to the IST
2. Select all the indicators that are in the logframe from the IST core or donor lists, by first selecting the outcome area, then the specific outcome or
intervention to which the indicators relates too.
3. Move all of the selected outcome and outputs indicators into "My Indicators" using the one arrow sign >.
4. Save the IST Indicator Matrix with the project name and T1.
5. Download the IST indicator Matrix and upload it here as tab 3. So that all your project information is kept in one place.
6. Review the downloaded IST Indicator Matrix (both CRRD and donor sheets) and adjust the information (for example disaggregation, frequency, etc)
as per the logframe and project strategy.
Below you can find the definitions for most columns. An example is provided in tab 2.
• Indicator: Provide the name of the indicator
• Numerator: Data element used for indicator calculation
• Denominator: Data element used for indicator calculation
• Calculation: Describe how to calculate the indicator if it is different from that numerator/denominator
• Disaggregations: Specify if the indicator has to be disaggregated by gender, age, residence status, or any other specific category.
• Source: Describe from where you will get the information and include an hyperlink to the data collection tool used to collect this indicator data
• Methodology: Describe the specific data collection tool needed to use to collect information to calculate the indicator. Refer to the "Methods definition" tab for more information about each method.
•Type: Outcome/Output/Scale: State whether the indicator belongs to an objective, outcome, or output and include the description. • Frequency: Define how often you will collect this data.
• Recommendation Level (from the IST- and only if copying from the IST)
• Indicator Origin ( IRC CORE, DONOR REQUIRED or CUSTOM)
• Key indicator for PCM, SAP, or none: State if this indicator will be used to be monitored in PIMs, SAP or both - for information on the linkage between IST indicators and SAP indicators see the list of
indicators SAP and their IST components of indicator in the link below
• Target: Specify the desired numeric (number or percent) result for each indicator within a given timeframe for a specific program
• Baseline: Insert the initial numeric (number or percent) value of the indicator before the program starts implementation, if available.

7. Add any custom-made indicators and fill out all the information.
The columns highlighted in yellow need to be completed at the design stage while the columns highlighted in blue can be completed at the start-up
stage, ideally before implementation.
Add as many rows as needed. https://rescue.app.box.com/file/763826293784?s=i301m75tk4ate69idbkfcvwcskll3f4f
Project title include info in logframe page and it will copy to all sheet

Key Indicator for PCM, SAP

(IST component indicator
Intervention (the CO Disaggregations (select
Recommendation
from SAP see column
Outcome Names/Code select the key Indicator Code Target (Fill out Level (from the Indicator Origin ( IRC CORE, Specific Project Baseline
Data Collection only the ones that you will details?
Outcome Areas (Please add the full name intervention from the IST (only for IST Indicator Numerator Denominator Calculation Source(s)/Tool(s) Frequency Type (Outcome, Output, Scale) specific target for IST- and only if DONOR REQUIRED or (Fill out specific target for this
Method use for this project from https://rescue.app.box.com/
of the code from the IST) list - only one indicator) this project) copying from the CUSTOM) project)
the IST long list) file/763826293784?
intervention) IST)
s=i301m75tk4ate69idbkfcvw
# of surveyed cskll3f4f
% of surveyed beneficiary beneficiary households # of beneficiary Numerator/ ERD Outcome Survey
W.04 - People meet Basic Denominator. Endline
ERD Need and Avoid Negatives Basic needs programming; EWB.001 households who reported who reported they households may be a post- Beneficiary survey https://rescue.box.com/s Baseline/endline Sex; Age (<18, 18-30, 31-59, Priority CORE 1. SAP/Program/PCM
that they were able to meet were able to meet surveyed on ability /zg8tizyh8kxsbtqrl82n4i 60+); Residency status Outcome 75%
Coping Strategies their basic needs most or all of their to meet basic needs distribution monitoring wv22kywklg
survey in some cases
basic needs
[Copy paste from the IST [Copy paste from the IST
[Copy paste from the IST [ [Copy paste [ Copy paste [ Copy paste from the IST
[Copy paste from the IST [Copy paste from [Copy paste from the [Copy paste from or Insert guidance on or Specify where the
[Copy paste from the IST or and then select the [Copy paste from the IST or from the IST or from the IST or and adjust level of [ Copy paste from the IST or Add [indicate the sepicifc [Copy paste from [Select CORE, Donor Required
or Insert the Outcomes to the IST or Insert IST or Insert the IST or Insert how the indicator is information is coming [Insert the baseline value for
Insert area to which the indicator relevant Intervention to Insert the full name of the Select data Select how often disaggregation as per project the type of indicator this can be indicator target as the IST - Only Valid or Custom]
which the indicator belongs description of description for description for calculated if calculation from and include an this indicator if available]
belongs to] which the indicator belongs indicator] collection tool to you will collect logframe and discussion with outcome, output, scale indicator] per logframe if an IST indicator ]
to] indicator] numerator] denominator] is different than hyperlink to the data
to in this particular project] collect information] data] program]
numerator/denominator] collection tool]
4. Feedback Channels
Selecting and Designing your feedback channels is the first action for teams to set up and implement their feedback cycle.
This table will help you record all the proactive (ex. surveys, FGDs, Client Forums) and reactive (ex. hotline, suggesiton box, helpdesk) feedback channels that you will use to collect client
feedback during the implementation of the project.
Please note that you don't need to do a new selection of your client feedback channels for every new project, if this has already been done for a previous project implemented in the same location, for the
same sector and targeting the same groups of clients (unless the context has changed). You can also make use of existing reactive channels (e.g. hotline or suggestion boxes) already available for clients
to provide feedback and complaints in the same location. You shall however list those existing feedback channels that you will use to collect client feedback during the implementation of your
project into the Feedback Channel plan below. You can find the definitions for each column and an example is provided in red.
• Channel: List all the proactive and reactive feedback channels you have selected. This should include at least one proactive and one reactive channel.
• Client type: Indicate the type of client you will be collecting feedback from:
1. direct clients: recipient of IRC services,
2. indirect clients: parent, relative, caregiver of the client who idirectly benefit from the support, intended - clients in the targted area,
3. all: direct, indirect and non-client - people who do not recieve IRC support, all).
• Client group: Indicate the overall population you plan to collect data from.
• Client sub-group:Indicate the key dissagregations or client sub-groups you will be collecting feedback. Ensure that all the key client sub-groups you want to collect feedback from are included.
• Core feedback themes: Indicate what IRC standard Core Feedback Themes you will collect information on (Relevence, Quality, Access, Respect and Disgnity, Impact, Voice and Empowerment, Safety)

Project title

Location

Budget
Period

Client Type (direct, Client sub-group - Key Data collection tool/Registration Timing (Specify if Who is responsible for
Channel # Channel (specify) Client Group (Specify) Core Feedback Themes (Specify) Frequency
indirect, all) dissagregations(Specify) form relevant) administering the Channel

Relevance, Respect, Access, Safety,

Standard Client Satisfaction survey based on cash MEAL Manager /Client
Women (18 and above) Quality, Impact, Power; Feebdback PDM
(included in the PDM) transfers Responsiveness Officer
Female and male clients channels
Survey Direct Client #1
receiving cash transfers Relevance, Respect, Access, Safety,
Standard Client Satisfaction survey based on cash MEAL Manager /Client
Men (18 and above) Quality, Impact, Power; Feebdback PDM
(included in the PDM) transfers Responsiveness Officer
channels
1 (example)
Relevance, Respect, Access, Safety, MEAL Manager /Client
Women (18 and above) Standard Client Satisfaction survey endline Feb-22
Female and male clients Quality, Impact, Power Responsiveness Officer
Endline Survey Direct Client #2 targeted by water supply
infrastructure Relevance, Respect, Access, Safety, MEAL Manager /Client
Men (18 and above) Standard Client Satisfaction survey endline Mar-22
Quality, Impact, Power Responsiveness Officer

MEAL Officer / Client

2 (example) Hotline all N/A N/A N/A Feedback Registry ongoing N/A
Responsiveness Officer
[Insert description of Client [Insert
[Insert selected Core Themes] [insert data collection tool or form] [Specify time] [Specify person responsible]
[Insert type of client [Insert description of Client sub-group#1] Frequency]
#1] group#1] [Insert description of Client [Insert
[Insert selected Core Themes] [insert data collection tool or form] [Specify time] [Specify person responsible]
[Insert type of sub-group#2] Frequency]
Feedback Channel] [Insert description of Client [Insert
[Insert selected Core Themes] [insert data collection tool or form] [Specify time] [Specify person responsible]
[Insert type of client [Insert description of Client sub-group#1] Frequency]
#2] group#2] [Insert description of Client [Insert
[Insert selected Core Themes] [insert data collection tool or form] [Specify time] [Specify person responsible]
sub-group#2] Frequency]
5. Data collection tools (Optional)
This matrix is an optional add-on to the "3. Indicator Matrix". It is a list of the tools you will use to collect the indicator data that will feed into the indicator data
management system that you use to monitor your project. It can be useful to provide additional information to the data collection tools such as who will
collect it and how it will be collected. It also supports recording of additional data collection such as satisfaction survey, evaluations or need assessment data
collection tools. It supports knowledge management.
Below you can find the definitions for each column. An example is provided in tab 4. Data collection tools
• Tool: Provide the name of the tool you will use to collect data for the project indicators.
• Guidance on use: Specify who should use the tool, when, and how.
• Indicator: Link the indicator(s) that will be calculated with the data coming from this tool. Refer to the indicators listed in template 2. Indicator matrix.
• Access to resource: Include the specific link to the tool.

Project title include info in logframe page and it will copy to all sheet

Access to
# Tool Guidance on use(s) Indicator
resource
Who uses: Case worker
When: Referring child to services of another organization # of individuals registered for legal
1 Example: Referral Form: general
How to use: Simple summary including case summary; no sensitive information case management General Referral
Form.doc
included
Who uses: [Specify who uses the tool] [Insert description of indicator]
When: [Specify when the tool is usedl] [Insert description of indicator] [Insert the link to
# [Insert the name of the tool]
the tool]
How to use: [Describe any particular guidance/recommendation to use the tool] [Insert description of indicator]
6. Data workflow
The data workflow is a way to map the movement of data from the point where it is collected to the point where it is analyzed (the "data lifecycle"). This data workflow will allow you to think
about the full MEAL system including all tools, databases, tasks, and people that are involved. For the latter, define all positions that have MEAL responsibilities for the project. Consider all
staff related to collection, sharing, and analysis of data and describe their responsibilities.
The data workflow should be done early in the project implementation stage. It should be done after the indicator matrix is complete and after all of the data collection tools you will use have
been identified (templates 2. and 4. in this document).
While completing this template, you should be thinking of the tools you are using, the source of the data, and the people involved in these activities.
Add as many rows as needed.
Below you can find the definitions for each column.
• Tool: Provide the name of the tool you will use to collect data for the project indicators. Refer to the tools listed in template 4. Data collection tools.
• Data collection frequency: Specify the date and the frequency data will be collected with this tool.
• Person responsible: State the name and the title of the person who will be responsible for collecting data.
• Data entry frequency:Specify the date and the frequency data will be entered into the data management system of your project.
• Data quality: Select yes (Y) or no (N) if a data quality check will be done at this stage.
• Person responsible: State the name and the title of the person who will be responsible for entering the data .
• Data submission frequency: Specify the date and frequency data will be submitted to the country office (or any other relevant stakeholder). and date
• Data quality: Select yes (Y) or no (N) if a data quality check will be done at this stage.
• Submission mechanism: Define the way data will be submitted.
• Person responsible: State the name and the title of the person who will be responsible for submitting the data.
• Data analysis frequency: Specify the date and the frequency data will be analyzed.
• Data quality: Select yes (Y) or no (N) if a data quality check will be done at this stage.
• Person responsible: State the name and the title of the person who will be responsible for analyzing the data.
• Reporting and data use: Describe how the data will be used and shared to inform programmatic decisions and report to relevant internal and external stakeholders.

Project title include info in logframe page and it will copy to all sheet

Data Collection with Tool --> Data Entry and Quality check at Sub-Office --> Send Data to Country-Office --> Data Analysis and Quality Check at Country-Level --> Next Step

Data Collection Person Data Entry Data Quality Person Data submission Data Quality Submission mechanism (e.g. Person Data Analysis Data Quality Person
Tool Reporting and data use
Frequency/Timing Responsible Frequency Check (Y/N) Responsible Frequency/Timing Check (Y/N) email, box, USB, hand deliver) Responsible Frequency/Timing Check (Y/N) Responsible
7. Monitoring work plan
The Monitoring Workplan is a calendar of the monitoring-related events that will occur during the project. These can include all data collection activities, data
quality activities, activities related to reporting and dissemination, training, data collection activities, routine monitoring, and data management, analysis, and use
activities.
The activities included in this work plan should be completed based on the data collection methods selected for each indicator (template 2. Indicator matrix). The
workplan must also include data quality reviews, data use and presentations planned in the project cycle meetings or in other learning events as well as internal
and external disseminations, and any donor report deadlines
The Monitoring Workplan should be done during the start-up phase - that is very early during the project implementation stage to allow for sound planning. It
should be updated when the timing of events changes.
Add as many rows as needed.

include info in logframe page and it

Project title will copyinfo
include to all sheet
in logframe page and it
Location will copyinfo
include to all sheet
in logframe page and it
Budget will copy to all sheet
include info in logframe page and it
Period will copy to all sheet

Schedule of Monitoring Activities

Jan Feb Mar Apr May Jun July Aug Sept Oct Nov Dec
Monitoring Activity Lead Accountability (Staff name) HQ/Regional Support (Staff
Name) 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52
Example: Trainings
Training on Core Indicators

Example: Data collection

Baseline survey
Piloting tools
Client Proactive Survey
Midline
Evaluation or Reasearch
etc
Example: Routine Monitoring of Outcomes and
Outputs
Monthly visit and collection of "name" indicator
Client Feedback Reactive data collection

Beneficiary counting reviews

etc
Example: Data Quality
Data quality check

Example: Data analysis

Analyze monthly data of "name" indicator

Example: Analysis meetings

Project implementation meeting
Data reviews
Project closing meeting
Project learning meeiting

Example: Donor deadlines

Baseline report
Final report

Example: Reporting and dissemination

Country office report
OEF and Donors' Results Terminology
IRC’s OEF USAID

Country Development Cooperation

Strategy (CDCS) goal: highest level
outcome to achieve. It states an aspirational
goal and a future end state that usually has a
timeframe that goes beyond the program.

Outcome areas: Five main areas of people's

lives within which the IRC aims to achieve
Development objective (DO): the most
meaningful change.
ambitious result that a program can achieve.
e.g. Economic Wellbeing

Outcome (level 1): Represent the specific

change to achieve improvements to any of
the five outcome areas. The achieved short-
Intermediate result (IR): result than
term or medium-term effect of an
combined with other results contribute to the
intervention's sub-outcomes.
achievement of development objectives.
e.g. People meet basic needs and avoid
negative coping strategies

Sub-outcome (level 2/3): it is the necessary

step in a pathway of change toward
Sub-intermediate result: sub-intermediate
achieving an outcome.
result than combined with others contribute
to the achievement of an intermediate result.
e.g. Women and men have sufficient
purchasing power to buy basic necessities
 ECHO EuropeAid

Overall objective (Impact): The broader,

long-term change to which the action
Principal objective: longer term, indirect
contributes at country, regional or sector
change/impact of the project. It depends on
level, in the political, social, economic and
multiple factors, outside the control of the
environmental global context which will stem
project.
from interventions of all relevant actors and
stakeholders.

Specific Objective (Outcome): The main

medium-term effect of the intervention
Specific objective: what the project intends focusing on behavioral and institutional
to achieve. It addresses the core problems changes resulting from the intervention.
and is defined in terms of direct benefits for
the target population. It’s not the simple
combination of the results but it goes one
step beyond Other Outcomes: Where relevant other
short-term effect(s) of the intervention
focusing on behavioral and institutional
changes resulting from the intervention (e.g.
intermediate outcomes can be
accommodated here).

 Result: It is the product or service provided

by the actions (outputs).

Activity: it refers to the way outputs were Output: The direct/tangible products
delivered and what had to be done in (infrastructure, goods and services)
preparation. delivered/generated by the intervention.
Output: The direct/tangible products
(infrastructure, goods and services)
delivered/generated by the intervention.
 UNHCR SIDA DFID

Goal (Development objective):

the higher-order objective to
which a development
intervention is intended to
contribute.

Impact (Achieved objective):

Goal: expresses the desired overall result to Impact: higher-level outcome
the highest-level result that the
be achieved through UNHCR's involvement that is not intended to be
program has set for itself when
with a beneficiary population of theme. achieved solely by the project.
the objective is attained.

Objective: A statement of desired results

and impacts on the well-being of people of
concern that will contribute to bringing about Outcome: it identifies what will
a positive change and achieving the overall change as a result of the project.
goal. The result should be a solution to the
problem identified during assessment.

Outcome (Intermediate
achievement): the second-
highest level result that can be
obtained as a result of the
Outcome: it identifies what will
program's work to achieve an
change as a result of the project.
objective. Outcomes are
changes that must happen
during the plan period to achieve
the objective.

Output: A specific deliverable that emerges

Output (Intermediate result): Output: it refers to the specific
as a result of a concrete activity aimed at
the third-level tangible result of and direct deliverable of the
achieving the related objective. The delivery
the program's work (activities). project. They provide the
of an output must be under the control of
There are two types of outputs: conditions necessary to achieve
UNHCR or an implementing partner which is
products and services. the outcome. 
held fully accountable.
as a result of a concrete activity aimed at
the third-level tangible result of and direct deliverable of the
achieving the related objective. The delivery
the program's work (activities). project. They provide the
of an output must be under the control of
There are two types of outputs: conditions necessary to achieve
UNHCR or an implementing partner which is
products and services. the outcome. 
held fully accountable.
 PRM FFP OFDA

Long-term outcome: what the

Goal: it is the highest-level
program is expected to achieve
outcome, and cannot be fully
in the long term. Outcomes are Goal (objective): represents the
achieved through the activities
the result of outputs and describe humanitarian impact the
during the award period since
system/societal level of results. organization is seeking to
depends on external factors and
Outcomes are not expected to be achieve.
will take longer that the Life of
achieved by the program but
the Award (LOA).
provide a measure of success.

Purpose: a high-level outcome

that the activities of the program Outcome (short-to-medium-
expect to achieve during the term results): measure changes
 Short-term outcome: what the program is expected to achieve in the short term. Short-term outcomes describe the immediate
LOA. It describes a desired resulting form program activities
change in a condition in the and outputs.
population.

Output: it refers to the direct,

tangible results of program
activities.
Activity: all the actions or events
undertaken by the program or
partners to ultimately produce
desired outcomes. Activities are
based on the planned program
inputs.
Output (intermediate results):
Output: a tangible immediate
tangible, immediate, and intended
product of an intervention that is
product or consequence of an
directly control by the program
activity within the organization’s
and achieve through its activities.
control.
 Output: a tangible immediate
tangible, immediate, and intended
product of an intervention that is
product or consequence of an
directly control by the program
activity within the organization’s
and achieve through its activities.
control.

Input: the resources invested to

start and maintain program
implementation.
 Method
Beneficiary record audit
Beneficiary survey

Beneficiary tracking
Knowledge / Capacity asessments
Exit / Point of service interview
Facility / Organizational assessment or
supervision
Geographical mapping

Household tracking

Training pre-post tests

Population based household survey

Population based survey
Project records
Service delivery data
 Method definition
data extracted from a review of client case files or registers
survey of direct beneficiaries, must be either exhaustive or sampled correctly to represent all beneficiaries of a given program o
between genders and other subgroups depending on the specific program design. This includes PDMs.
repeated surveys or interviews with the same beneficiary to measure characteristics over time, must be either exhaustive or sam
service, with appropriate stratification to reflect differences between genders and other subgroups depending on the specific pr
data collected about individual providers or services by trained staff using standard checklists or other tools to assess quality or
interview with beneficiaries immediately or soon after exposure to program or service, generally a convenience sample done in
users of the service think, not representative but useful for obtaining actionable information about user experiences
Systematic assessment using a checklist or similar tool to evaluate conditions, documentation or practices (but not behavior) su
Can be part of routine supervision, or in-depth assessment visits.
mapping combines field-collected GPS data (and meta-data) with satellite imagery (or Google Earth imagery) and other source
GIS platform, mapping allows us to analyze services, such as measuring spatial relations between service points and clients

repeated surveys or interviews with the same household to measure characteristics over time, should always be disaggregated
to obtain relevant gender sensitive information, including interviewing female household members separately, in order to captur

pre/post tests, knowledge assessments of professional staff or training participants: intended to evaluate the effectiveness, qua
population based survey in which the household is the unit of analysis, should always be disaggregated by female/male headed
gender sensitive information, including interviewing female household members separately, in order to capture women’s perspe
population based survey requiring statistically acceptable sampling strategy to be representative of the whole population, struct
administrative records, such as documentation of outputs completed, trainings, rehabilitations, etc. In general these are not rec
part of project management; often required for donor reporting
data collected about services and users routinely at the point of service, generally in registers or participant lists
 Disaggregations Methodology

[Select level of disaggregation] [Select data collection tool to collect

information]
Gender Beneficiary record audit
Age Beneficiary survey
Residence Status Beneficiary tracking
Other Knowledge / Capacity Assessments
Exit / Point of service interview
Facility / Organizational assessment or
supervision
Geographical mapping
Household tracking
Training pre-post test
Population based household survey
Population based survey
Project records
Service delivery data
 Frequency Indicator Orign Indicator Additional Reporting
(1. SAP, Program Level and
PCM 2. Program Level and
PCM. 3. PCM only 4. No
additional Usage )

[Select how often you will Key Indicator for PCM, SAP?
[Select CORE, Donor Required or Custom]
collect data]
Monthly 1. SAP/Program/PCM
Quarterly CORE 2. Program/PCM
Semi annual Donor Required 3. PCM
Baseline/Endline Custom 4. None
Research/Evaluation
Seasonal

As needed
 Select Yes or NO

YES
NO